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A Spotlight On: Fixed Income

12 Feb, 2024 | Return|

Eduardo Sanchez, Square Mile's Associate Research Director - Fixed Income, Alternatives & Multi-Asset, was joined by Stuart Edwards (Invesco), Nicholas Ware (Janus Henderson) and Nicola Mai (PIMCO) for this month's 'A Spotlight On' panel on Fixed Income, where they covered:

  • How did you manage the volatile interest rates in your portfolios over last year?

  • Do you think the market is too sanguine about inflation?

  • What yield curve presents more attractive opportunities in the USA, Europe, UK, and Emerging Markets? 

  • What are your favourite parts of the credit market?

 

MORE FROM THE EXPERTS

Flexibility. Conviction. Greater potential for returns.

Do all roads lead to lower bond yields in 2024? Flexibility is our philosophy

The PIMCO Income Fund taps into multiple areas of the global bond market, which offers the potential for equity-like returns with less risk.

Jenna Barnard and John Pattullo, Co-Heads of Global Bonds at Janus Henderson, consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination. Introducing the Invesco Tactical Bond Fund (UK), an unconstrained bond fund with the ability to invest in opportunities along the entire credit spectrum.
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